Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Prescription drug$3.5M
- Other$293K
- Life$292K
- Short-term disability$292K
- Long-term disability$292K
- +2 more
Sponsor portfolioTH
BELZ INVESTCO, G.P.
EIN 62-1375552real estateLatest filing 2025
Plans
2
Retirement
1
$53.8M assets
Welfare
1
$4.0M premiums
Participants
506
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 467 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BELZ INVESTCO 401(K) PROFIT SHARING PLAN
401k
Assets$53.8M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BELZ INVESTCO GP HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.0M
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BELZ INVESTCO 401(K) PROFIT SHARING PLAN | 401k | $53.8M | 102 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BELZ INVESTCO GP HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.0M | 467 | 2025 |
Retirement plans
Welfare plans